GJWM

Gilliland Jeter Wealth Management Portfolio holdings

AUM $324M
1-Year Est. Return 25.3%
This Quarter Est. Return
1 Year Est. Return
+25.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$962K
3
+$830K
4
AR icon
Antero Resources
AR
+$639K
5
CVX icon
Chevron
CVX
+$639K

Top Sells

1
+$977K
2
+$525K
3
+$498K
4
META icon
Meta Platforms (Facebook)
META
+$422K
5
JNJ icon
Johnson & Johnson
JNJ
+$394K

Sector Composition

1 Technology 24.63%
2 Financials 11.91%
3 Energy 8.76%
4 Healthcare 8.65%
5 Communication Services 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6.11K ﹤0.01%
+70
477
$6.1K ﹤0.01%
+105
478
$6.06K ﹤0.01%
+373
479
$6.03K ﹤0.01%
+113
480
$5.93K ﹤0.01%
+75
481
$5.89K ﹤0.01%
+111
482
$5.86K ﹤0.01%
+314
483
$5.78K ﹤0.01%
+64
484
$5.66K ﹤0.01%
+300
485
$5.4K ﹤0.01%
+17
486
$5.37K ﹤0.01%
+175
487
$5.34K ﹤0.01%
+850
488
$5.34K ﹤0.01%
+144
489
$5.24K ﹤0.01%
+21
490
$5.21K ﹤0.01%
+306
491
$5.17K ﹤0.01%
+55
492
$5.16K ﹤0.01%
+52
493
$5.11K ﹤0.01%
+175
494
$5.08K ﹤0.01%
+61
495
$4.94K ﹤0.01%
+18
496
$4.91K ﹤0.01%
+22
497
$4.87K ﹤0.01%
+86
498
$4.79K ﹤0.01%
+36
499
$4.75K ﹤0.01%
+12
500
$4.74K ﹤0.01%
+16
18 19
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